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Portfolio (Quarterly) Guide ↗

Heritage Investment Group, Inc.

· CIK 0001876811
13F Portfolio $657M AUM 127 positions Filed Jan 30, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 127 New
Page 3 of 7  ·  127 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 GLD SPDR GOLD TR Financial Services 2,681.0 $1.1M 0.16% NEW $396.31 +5.6%
42 AMZN AMAZON COM INC Consumer Cyclical 4,574.0 $1.1M 0.16% NEW $230.82 +12.4%
43 IVOG VANGUARD ADMIRAL FDS INC 8,502.0 $1.0M 0.16% NEW $120.20 +12.3%
44 MUB ISHARES TR 9,218.0 $987K 0.15% NEW $107.11 -1.3%
45 IVOV VANGUARD ADMIRAL FDS INC 9,572.0 $967K 0.15% NEW $101.01 +4.6%
46 DFGR DIMENSIONAL ETF TRUST 36,460.0 $963K 0.15% NEW $26.42 +8.3%
47 VTV VANGUARD INDEX FDS 4,991.0 $953K 0.14% NEW $190.99 +8.4%
48 SCHX SCHWAB STRATEGIC TR 35,289.0 $950K 0.14% NEW $26.91 +7.1%
49 WST WEST PHARMACEUTICAL SVSC INC Healthcare 3,372.0 $928K 0.14% NEW $275.14 +10.6%
50 JNJ JOHNSON & JOHNSON Healthcare 4,457.0 $922K 0.14% NEW $206.95 +10.6%
51 GOOG ALPHABET INC Communication Services 2,748.0 $862K 0.13% NEW $313.80 +25.3%
52 CACI CACI INTL INC Technology 1,565.0 $834K 0.13% NEW $532.81 -7.4%
53 COHR COHERENT CORP Technology 4,341.0 $801K 0.12% NEW $184.57 +96.6%
54 ALL ALLSTATE CORP Financial Services 3,755.0 $782K 0.12% NEW $208.15 +7.9%
55 ADP AUTOMATIC DATA PROCESSING IN Industrials 2,927.0 $753K 0.12% NEW $257.23 -14.3%
56 TEVA TEVA PHARMACEUTICAL INDS LTD Healthcare 23,975.0 $748K 0.11% NEW $31.21 +9.0%
57 WFC WELLS FARGO CO NEW Financial Services 7,909.0 $737K 0.11% NEW $93.20 -20.2%
58 XOM EXXON MOBIL CORP Energy 6,062.0 $730K 0.11% NEW $120.35 +33.4%
59 AYI ACUITY INC Industrials 2,001.0 $720K 0.11% NEW $360.04 -24.4%
60 ABBV ABBVIE INC Healthcare 3,068.0 $701K 0.11% NEW $228.49 -6.4%
Page 3 of 7  ·  127 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Financial Services 29.5%
Technology 29.2%
Healthcare 14.9%
Industrials 7.4%
Consumer Cyclical 5.6%
Communication Services 5.2%
Consumer Defensive 4.6%
Energy 2.2%
Utilities 1.0%
Real Estate 0.5%